IWeb logo IWeb Provider Recruitment and Tracking Module User Guide

State Workflows

Each state's workflow is different. Below are example workflows for three different states.

Louisiana

Actual # # Activity Days Until Due Follow-Up Access Level Predecessor Default Value

34

1

Introductory Call 7   Organization (IRMS) Organization created phone

35

2

Send Enrollment Packet / Contract 7 Yes Organization 1 mail

36

5

Schedule Visit Demo   Yes Organization 1 phone

37

3

Receive Completed Form 21 Yes Organization 2 mail

39

8

Set Up User Accounts 3   Organization 3 none

40

9

Contact about Training 7   Facility 8 phone

41

10

Conduct Training     Facility 9 visit

42

11

Post Enrollment Follow-Up 30   Facility 10 phone

43

12

QA Follow-Up 30   Facility 10 phone

46

 

General Contact     Organization   phone

Washington

Actual # # Activity Days Until Due Follow-Up Access Level Predecessor Default Value

19

1

Introductory Call 7   Organization (IRMS) Organization created phone

20

2

Send Enrollment Packet / Contract 7 Yes Organization 1 mail

21

5

Schedule Visit Demo   Yes Organization 1 phone

22

3

Receive IRMS Form 21 Yes Organization 2 mail

23

4

Receive Contract 21   Organization 2 mail

26

8

Set Up User Accounts 3   Organization 4 none

27

9

Contact about Training 7   Facility 8 phone

28

10

Conduct Training     Facility 9 visit

29

11

Post Enrollment Follow-Up 30   Facility 10 phone

30

20

Send Contract to DOH 7   Organization 4 mail

31

21

Receive Contract from DOH 7   Organization 20 mail

32

23

Send Copy to Provider 7   Organization 21 mail

33

 

General Contact     Organization   phone

34

 

Data Export Contact     Organization    

West Virginia

# Activity Follow-Up Days Until Due Access Level Create Status Predecessor Auto_Generate_ID

1

Initial Contact

Yes 14 Organization (IRMS), Facility 3    

2

New Site Created

        Create Facility  

3

Site Deferred

Yes 30 Organization, Facility 3    

4

Schedule Training

  14 Organization, Facility, User (maybe) 1 Create Facility  

5

Receive Fax Back

    Organization 1   6

6

Receive Provider Agreement

    Facility 1   4

7

Send Enrollment Packet

  14 Organization 1 Create Organization (IRMS) 5

8

User ID Assigned

    Organization, Facility, User 3    

9

Site Submitting Data

    Organization, Facility 3    

10

Other

    Organization, Facility, User      

11

Send Manual Entry Form

Yes 14 Organization 1 Create Manual Organization  

12

Site Declined

    Organization 3    

13

Training No-Show

Yes 0 User 3    

14

Upcoming Training

Yes 0 User 3    

15

Training Attended

Yes 14 User 3   4

16

Trained - Not Reporting

    Organization 1    

17

Training Cancelled

Yes 0 User 3    

18

User Group Attended

Yes 60 User 3    
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